We are always able to send our archiving emails to your already archived inbox.
You can set this up under the “Archiving” tab by using the drop down menu and selecting Email from the list of options.
You will notice an Email section open now open up below the drop down menu.
In this section you will have a few different options. You can set up one of two different report types:
- Digest: All of your conversations in a single report email.
- By Contact: One report email for each contact you communicated with.
You will also be able to choose the frequency of when you receive these reports:
Once you have made your decision on these two fields you can enter in the email address you would like these reports to get sent too. Once you have done that click “Save”.
Congratulations! You have now set up email archiving on your account!
Some extra information:
You can always add another email for the reports to go- so you and a boss/compliance manager could both receive these archive reports.
You can always remove an email from this archiving section as well. Sometimes emails change, or maybe the other person you set up to receive these journals no longer wants to receive them, whatever!